Cardiff Park Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History
Cardiff Park Advisors, LLC
- $1.02 Billion
- Q1 2025
A detailed history of Cardiff Park Advisors, LLC transactions in Schwab Us Aggregate Bond ETF stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 12,187 shares of SCHZ stock, worth $282,738. This represents 0.03% of its overall portfolio holdings.
Number of Shares
12,187
Previous 12,101
0.71%
Holding current value
$282,738
Previous $274,000
2.92%
% of portfolio
0.03%
Previous 0.03%
Shares
14 transactions
Others Institutions Holding SCHZ
# of Institutions
699Shares Held
172MCall Options Held
1.7KPut Options Held
0-
Jpmorgan Chase & CO New York, NY12.3MShares$285 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN7.35MShares$171 Million0.05% of portfolio
-
Rockbridge Investment Management, Lcc Syracuse, NY6.91MShares$160 Million18.93% of portfolio
-
Avantax Planning Partners, Inc.6.79MShares$157 Million5.6% of portfolio
-
Charles Schwab Trust CO5.41MShares$126 Million10.66% of portfolio